Services

Your Partner To Financial Success

“Our models don’t work that way…”

-- Have you ever felt that the investment advice you received from an advisor was the same advice given to multiple customers even those with different circumstances and risk profiles? Was your portfolio being handled in the same cookie-cutter model?

What makes NCM unique is not the breadth of the services we offer, but how we are able to personalize those services, spend the time with each client and build a partnership that extends deeper than the typical client-advisor relationship.

At NCM, we don’t dictate to our clients; we work for them. We focus on their objectives and try to customize our services with as much depth and detail as is necessary to meet these expectations. And in learning a client’s comprehensive financial picture, we are able to assist on a wide range of issues, including:

  • Portfolio Management:
    • Discretionary or Non-Discretionary;
    • Fees are based on a percentage of assets managed;
    • Scope of relationship is defined by the client.

  • Ad Hoc Financial Planning
    • Individual advice session(s);
      Includes advice on:
      • Financial Investments;
      • College planning
      • 401k planning
      • Insurance planning
      • Retirement planning
    Fees are based on an hourly rate.

  • Customized Financial Plan
    • Asset allocation
    • Investment strategies
      • Insurance needs
      • Tax strategies
      • Retirement planning
      • Estate planning


    “Roadmap” to your financial goals;

    Fees are based on a fixed schedule.